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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,010 | $114,130-42.2% | $96,192-31.4% | $167,553-60.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 15.26% | 190.07%-174.8pp | 192.09%-176.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $1,945 | $3,431-43.3% | $2,799-30.5% | $4,840-59.8% |
| Participant deferral / active EE | $5,262 | $5,198+1.2% | $4,351+20.9% | $6,343-17.0% |
| Admin fee / account holder | $320 | $6,901-95.4% | $5,539-94.2% | $12,316-97.4% |